Financial ADVSR advisor directory · SEC adviser records
Lido financial advisors in Mequon, WI
Every SEC-registered investment adviser representative at a Lido office in Mequon, A to Z.
The short answer
9 registered advisors work at Lido in Mequon, out of 287 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Lido advisors in Mequon, A to Z
Every Lido advisor →- Daniel BrownInvestment adviser rep
- Eric E. ConnerInvestment adviser rep
- Nils J. DillonInvestment adviser rep
- John T. Kennedy IIIInvestment adviser rep
- Benjamin D. KlausInvestment adviser rep
- Brooke E. NapiwockiCertified Financial Planner
- Brock NiedererInvestment adviser rep
- Kayla S. SchneiderCertified Financial Planner, Chartered Financial Analyst
- Tyler J. TevichInvestment adviser rep
Lido advisors in every city and state →Lido: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lido advisors in other cities
Los Angeles, CA 161Chicago, IL 19New York, NY 16Warren, NJ 9Dallas, TX 8Cottonwood Heights, UT 7Boulder, CO 6Bellevue, WA 5New Albany, OH 5Boca Raton, FL 4Denver, CO 4Ann Arbor, MI 3Louisville, CO 3San Diego, CA 3San Ramon, CA 3
Other firms in Mequon
All Mequon advisors →Robert W. Baird & Co. Incorporated 27Spectrum Investment Advisors, Inc. 21Stifel, Nicolaus & Company, Incorporated 18Morgan Stanley 16RBC Capital Markets, LLC 15Richmond Investment Services LLC 11LPL Financial LLC 8Northwestern Mutual Investment Services, LLC 7Charles Schwab & Co., Inc. 6Reinhart Partners, LLC 6Steward Partners Investment Advisory, LLC 6Merrill Lynch, Pierce, Fenner & Smith Incorporated 5
Questions
How many financial advisors does Lido have in Mequon?
9 investment adviser representatives are registered at Lido offices in Mequon, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 287 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Lido one of the largest advisor employers in Mequon?
Lido ranks number 7 in Mequon by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 27.
How do I check a Lido advisor in Mequon?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lido office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.